How big is Calista Inc.'s plan?

Calista Inc.'s plan reported $4.8M in assets and 64 participants for 2024.

Original filing (PDF)20250923123253NAL0007996979001

Calista Inc.

Name: Calista Inc. — Calista Inc. 401(k) Plan, Form 5500 (2024)
Creator: Calista Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calista Inc. 401(k) Plan

401(k) retirement plan · Calista Inc.'s Calista Inc. 401(k) Plan held $4.8M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Donald E. Moore signed Calista Inc.'s 2024 Form 5500 as plan administrator.

Donald E. Moore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Calista Inc.'s EIN is 23-2546609.

EIN 23-2546609

Plan number 001

Plan year 2024

ACK ID 20250923123253NAL0007996979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calista Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calista Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CALISTA INC.

EIN

all filings

Address

1211 WILMINGTON PIKE SUITE 301 · WEST CHESTER, PA · 19382

Phone

(610) 399-6677

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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